See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,400,138 | $165,584+745.6% | $142,942+879.5% | $137,256+920.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 45.83% | 164.22%-118.4pp | 113.70%-67.9pp | 220.34%-174.5pp |
| Employer contribution / active EE | $31,533 | $4,725+567.3% | $4,139+661.8% | $4,156+658.7% |
| Participant deferral / active EE | $27,254 | $8,194+232.6% | $7,128+282.3% | $6,407+325.4% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |